Wealth Plan Investment Management, LLC VERALTO CORP Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Number of Shares
28,365
Previous 29,156 2.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-791 Reduced 2.71%
28,365 $0
Q2 2025

Jul 28, 2025
BUY
N/A
6,130 Added 26.62%
29,156 $0
Q1 2025

May 09, 2025
SELL
N/A
-1,520 Reduced 6.19%
23,026 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-1,816 Reduced 6.89%
24,546 $0
Q3 2024

Nov 05, 2024
BUY
N/A
26,362 New
26,362 $0
Q4 2023

Jan 05, 2024
BUY
N/A
1,914 Added 63.29%
4,938 $0
Q3 2023

Nov 15, 2023
BUY
N/A
3,024 New
3,024 $0
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